QWP
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Quotient Wealth Partners’s Caterpillar CAT Stock Holding History

Quotient Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.98M Sell
2,800
-17
-0.6% -$11.8K 0.05% 86
2025
Q4 		$1.61M Buy
2,817
+61
+2% +$33.9K 0.04% 96
2025
Q3 		$1.31M Sell
2,756
-74
-3% -$31.6K 0.04% 100
2025
Q2 		$1.1M Buy
2,830
+420
+17% +$140K 0.03% 108
2025
Q1 		$795K Sell
2,410
-63
-3% -$22.4K 0.03% 128
2024
Q4 		$897K Buy
2,473
+363
+17% +$141K 0.03% 115
2024
Q3 		$825K Sell
2,110
-170
-7% -$58.7K 0.03% 124
2024
Q2 		$760K Buy
2,280
+177
+8% +$61.4K 0.03% 125
2024
Q1 		$771K Sell
2,103
-596
-22% -$190K 0.03% 130
2023
Q4 		$798K Buy
+2,699
New +$700K 0.03% 140

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quotient Wealth Partners's CAT Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Caterpillar (CAT) stake by 0.6% in Q1 2026, selling an estimated $11.8K and leaving 2,800 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #86.

Quotient Wealth Partners first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Quotient Wealth Partners held 2,800 shares of Caterpillar worth $1.98M as of Q1 2026.
  • Quotient Wealth Partners sold 17 Caterpillar shares in Q1 2026, an estimated $11.8K.
  • Caterpillar made up 0.05% of Quotient Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • Quotient Wealth Partners first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.